Working in the Invoices page in D4Web

Working in the Invoices page in D4Web

The Invoices page holds all invoice information created for the family. Here the user can add custom invoice messages, reverse invoices, mark invoices as bad debts, check HICAPS transactions, give discounts, reprint invoices

Where to find the Invoices page

Click the navigation menu > Patients > Invoices page

Individual and/or Family View in Invoices page

When patients are grouped into a family, the view in Treatment, Invoices, Claims and Receipts pages can be changed between Individual and Family view. 

Family View to Individual View

  1. Click Family View icon to change to Individual 
  2. Patient: Select the relevant patient to view

Individual View to Family View

  1. Click Individual View to change to Family

Edit an Existing Invoice

You have the ability to modify some details of an existing invoice.
This function allows you to change the structure of the instalments and payment plans, responsible party and some other details.
  1. Highlight the invoice row
  2. Invoices toolbar > Edit invoice
  3. In the ‘Edit Itemised Invoice’ window, make changes in the editable fields (yellow) where required
  4. Click CANCEL to cancel edit
  5. Click SAVE to save changes without printing
  6. Click PRINT to preview and print / email / export the edited invoice

Delete (reverse) an Invoice

An invoice can only be reversed once the associated receipt and claim is removed. Reverse them, then follow these steps. 
  1. Highlight the Invoice to reverse
  2. Invoices toolbar > Reverse Invoice
  3. If security is setup, enter Username, Password and Reason
To see reversed details from the patients file, place a tick in Show Reversed Records

Mark an Outstanding Balance as a Bad Debt

To help categorise debtors, any balance considered a Bad Debt should be marked as such. 
Marking a Bad Debt can be completed from the patients Invoices page, or the Debtors page.
  1. Select the invoice
  2. Invoices toolbar > Mark/Clear Bad Debt

Preview/Print an Invoice from the Invoice tab


Once an invoice has been created, it can be previewed onscreen from the Treatment or Invoice page
  1. Invoices toolbar > Select one of the following print options:
    1. Print Selected: Print selected invoice
    2. Preview Selected as Duplicate: Print invoice with "This is a Duplicate" 
    3. Preview Selected with Details:
  2. Select which items to include in the printout and if payments are to be included

Invoice Reports

Transaction Summary Report

This report is a summary of, for the period selected:
  1. Invoices
  2. Receipts
  3. Discounts
The Transaction Summary Reports can also be found in the Receipt page
  1. Select parameters required
  2. Click OK or EMAIL

Detailed Transaction Summary Report

This report is a detailed summary of invoices/receipts with included:
  1. Item numbers description & individual fees
  2. Receipts date with payment method
  3. Discounts for the period selected
The Detailed Transaction Report can also be found in the Receipt page
  1. Select parameters required
  2. Click OK or 
    EMAIL


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